IOLTA Fund of the Bar of New Jersey

IOLTA Fund of the Bar of New Jersey

Application for 2010 Discretionary Major Grant-Page 1

ONE COPY OF THE FOLLOWING DOCUMENTS MUST BE INCLUDED AS PART OF THE GRANT APPLICATION

If you are incorporated:

1. Current Certificate of Incorporation
2. Current By-laws

NOTE: If these items were submitted in 2007 or 2008 with a grant application, and there have been no changes, do not attach. Indicate what year they were last submitted: ______.

1. List of current Board Members with name, address, office held, and term expiration date.

If you are not incorporated:

1. Copy of any documents setting forth the nature of the organization
2. List of current members with name and address of all officers, and any governing body or committee

All applicants:

1. Copy of IRS exemption letter.

NOTE: If you have submitted a copy of this letter in 2007 or 2008, do not attach. Indicate the date of the letter: ______Indicate what year it was last submitted: ______

1. Provide evidence that you are a qualified non-for-profit corporation or association under Title 15 of the New Jersey Statutes. Your most recent annual report filed with the NJ Division of Revenue (

is preferred.

1. Your last two annual audits (and management letters if any) for the entire organization.
2. The last two annual CRI-300 (Charitable Registration) reports signed by a trustee and chief financial officer. For Charitable Registration forms, see

NOTE: If you submitted a grant application in 2008, check here______and send only the latest audit and latest annual CRI-300.

1. The latest Federal Form 990 submitted to the IRS (may be part of CRI-300 in item 9 above.) This must be a signed copy.

11.Evidence of unexpired dishonesty bonding for $150,000 or the amount of the proposed grant, whichever is less.

12.Signed certification by current CPA firm that your organization’s financial system complies with GAAP and IOLTA requirements. (See Audit Requirements and sample auditor’s certification on the last page.)

13.Fully executed Grant Assurances form included with the grant application.

NOTE: The two lines above are in a Header. You may delete it, but please be sure to number the pages of your application. Do not use a font smaller than 10 pt.

DELETE THIS NOTE BEFORE PRINTING.

Legal aid to the poor grants - Complete Parts I, II and V

Improvement of the administration of justice grants - Complete Parts I, III, and V

Education of lay persons grants - Complete Parts I, IV, and V

Each part of the question should be answered separately. Complete the total response before proceeding to the next question. DO NOT SKIP ANY QUESTION.

PART I - GENERAL QUESTIONS FOR ALL APPLICANTS

1. Is your organization incorporated? (If yes, respond to the following; if no, go to Question 2.)

a) Date of incorporation ______

b) State of incorporation ______

2. If your organization is not incorporated, please describe:

a) How it is organized, including a description of its membership

b) When it was organized

3. Has your organization been determined to be exempt from federal and state income taxation?

If no, describe your charitable, educational, or law-related purposes, and your plans to qualify for federal tax-exempt status, and the particular Internal Revenue Code sections under which you will seek to qualify. (Organizations must have been determined to be tax-exempt under federal and state law before they are eligible to receive funding.)

4. Please describe in detail:

a) the types of services or activities to be undertaken with this grant;

b) the specific geographical area in which the proposed grant services will take place, including any particular concentration of activities within that proposed geographic service area;

c) the number of people expected to be served or reached under the grant, if applicable, and your basis for making this projection; and

d) the types of activities, if any, other than direct services to be undertaken with the grant, and how they are expected to advance the purposes as specified in the grant policies (please be as clear and specific as possible)

5. Please describe with specificity the need for the service or activity for which you are seeking funding, and your basis and information sources for finding such a need. Indicate any changing or emerging client needs the program is striving to meet.

6. Using one of the enclosed report forms, attach service statistics for the last two years to document your prior activities in areas related to this grant. Providers of legal representation, including pro bono coordination and programs offering legal assistance in clinic or group workshop formats, must complete either the IOLTA Service and Case Report Form (ISCRF) or IOLTA Immigration Service and Case Report Form (IISCRF) covering annual case closed statistics. Providers of legal advocacy services (for example, Domestic Violence programs) must also complete the ISCRF. Use the IOLTA Service Statistics Reports if your program or project is limited to offering education about the law (ISSR-EP) or improvement in the administration of justice (ISSR-AOJ), for example, CASA, pro se guardianship, and mediation programs. Use more than one of these reports if appropriate.

If the project is a new service or area for your organization, please describe how it relates to the organization's mission.

7. Describe the program’s major goals and objectives for 2010. Indicate which are maintenance efforts and which are new initiatives. Include any major pro bono project goals and objectives.

8. Please give a brief description of your organization's history, mission, types of service currently provided, and geographical area of activity.

9. Please list, for the current and preceding year, the source and amount of all other funding received by your organization. Annual Reports may be attached if this information is included therein.

PRIOR YEAR:CURRENT YEAR:

10. Please indicate how you expect to continue the services or activities proposed to be funded by an IOLTA discretionary grant after that grant is discontinued.

PART II -ADDITIONAL INFORMATION TO BE PROVIDED BY ORGANIZATIONS SEEKING TO PROVIDE LEGAL AID TO THE POOR (Answer only if you are applying for funding in this category. If not applicable, do not repeat the questions.)

11. Please describe in detail how you now coordinate your service efforts with, and avoid duplication of, the activities of each of the Legal Services programs, and other legal aid providers, in your current geographical service area. (NOTE: Providers of legal representation to the poor should complete the IOLTA Case Report Form covering services for the past two years in lieu of the requested statistical reports.)

Please also:

a)list the types of matters you currently refer to Legal Services, and the number of cases so referred in the past two years;

b)list the types of matters you currently accept on referral from Legal Services, and the number of cases so referred in the past two years; and

c)attach a copy of any written agreement or other document setting forth the nature of the cooperative arrangement with Legal Services.

12. Please describe any plans you have for expanding or improving such coordination in the geographical service area that you plan to serve.

13. Please describe your plan and procedures for identifying and screening those clients who will be eligible to receive services under the grant, and attach a copy of the specific eligibility criteria, consistent with the guidelines set forth in this application, that you propose to use.

14. If providing legal representation, how does your organization comply with R.1: 21-1(e), governing practice requirements for non-profit charitable and Legal Services corporations?

PART III -ADDITIONAL INFORMATION TO BE PROVIDED BY ORGANIZATIONS SEEKING TO IMPROVE THE ADMINISTRATION OF JUSTICE (Answer only if you are applying for funding in this category. If not applicable, do not repeat the questions.)

15. Please indicate how and by what date your proposed project is intended to have an eventual impact on improving the administration of justice.

16. Please indicate the specific steps you will take to evaluate how the administration of justice has been improved.

17. Please indicate all other efforts in New Jersey, either currently under way or carried out within the past two years, to improve the administration of justice in the same area, and how your efforts will be coordinated with and not duplicative of such undertakings. (NOTE: all applicants in this category will be expected to demonstrate that they have researched what other efforts have been undertaken in the same area.)

PART IV -ADDITIONAL INFORMATION TO BE PROVIDED BY ORGANIZATIONS SEEKING TO PROVIDE EDUCATION OF LAY PERSONS IN LEGAL AND JUSTICE-RELATED AREAS (Answer only if you are applying for funds in this category. If not applicable, do not repeat the questions.)

18. Please set forth a specific schedule for your proposed educational project, including the specific steps you will take to evaluate how the education of lay people actually has been enhanced.

19. Please indicate all other efforts in New Jersey, either currently under way or carried out within the past two years, to provide education to lay persons in the same subject area, and how your efforts will be coordinated with and not duplicative of such undertakings. (NOTE: all applicants in this category will be expected to demonstrate that they have researched what other efforts have been undertaken in the same subject area.)

PART V - TO BE COMPLETED BY ALL APPLICANTS (see printed text for some tips)

PLEASE PROVIDE A SUMMARY OF YOUR GRANT REQUEST SUITABLE FOR REVIEW BY

THE GRANTS COMMITTEE. This should not exceed an 8.5" x 11" page. The left margin must be set

at 1.5"; the right margin at .5". Please do not use font size smaller than 10pt. Be SURE to fill in the blanks at the bottom of this page. To gain more space you may delete the page heading and this text box.

GRANT SUMMARY

NAME OF APPLICANT ORGANIZATION

TOTAL PERSONNEL DOLLARS REQUESTED (Line 14 on Budget Form) $______

TOTAL NON-PERSONNEL DOLLARS REQUESTED (Line 51 on Budget Form) $______

SOME TIPS FOR YOUR SUMMARY PAGE

Your grant application is carefully reviewed in full. The summary page, however, is used to provide a “snapshot” of all grant applicants and is very important in the decision-making process.

This should be an executive summary. Include a synopsis of the activities to be carried out with the grant, the type and number of clients to be served, the geographical area covered by the grant activities, and the need addressed by the project.

IF you have space, include a brief description and history of your agency and the range of services provided. Please do not use a font size smaller than 10pt.! The last two lines on the page should be the personnel dollars and the non-personnel dollars requested. If these two lines do not appear on the bottom of the Summary Page, shorten your remarks or delete the instruction box.

In general, it is best to avoid hyperbole and extraneous remarks.

BE SURE TO READ THE NEXT PAGE FOR INSTRUCTIONS ABOUT SUBMITTING THIS GRANT PACKAGE

PLEASE SUBMIT THIS APPLICATION IN THE FOLLOWING FORM:

One COMPLETE SET INCLUDING:

Cover Sheet

Forms listed on Page 1

Responses to Questions 1-10 (All Applicants) plus Questions in Parts II, III or IV

Grant Summary Page

Budget Form and Schedules

All forms that require signatures should be fully executed at the time of application.

Originals should be included in this set. Do not use a special binder. Do not staple-use a clip.

THREE additional sets including:

Cover Sheet

Responses to Questions 1-10 and Questions in Part II, III or IV

Grant Summary Page

Budget Form and Schedules

Each additional SET should by typed and collated in the order given, and stapled together. Do not include pages or sections that you did not need to complete. Please do not submit the application in a special binder.

Send the completed application to:

The IOLTA Fund of the Bar of New Jersey

New Jersey Law Center

One Constitution Square

New Brunswick, NJ 08901-1520

Applications must be postmarked by August 21, 2009. The Fund’s Board of Directors has adopted a policy that applications postmarked after the deadline will not be considered, regardless of the source or merits of the application.

Date submitted: ______

Person preparing application: ______Title: ______

Telephone number: ___-___-_____

The IOLTA Fund of the Bar of New Jersey

732-247-8222